Case Study Demo – Financial Assessment Software

Our client requested a system to allow them to easily build, adapt and update custom financial surveys. The system would allow the client to receive a custom link that would allow them to login and take the an assessment that was assigned to them. Or any assessment that was active in the system.

The system also had to track and allow both administrators and clients upload and download information via a simple interface. Our solution is was an elegant Vue/Laravel solution. The system performs the following operations which are often part of much larger systems:

Features Employed:
1. User registration, email validation, login, lost password recovery via tokens and email.
2. Internal system policies that utilize roles assigned to a user limiting what they can do in the system.
3. Interfaces change based on Roles. Different users, different dashboard.
4. Data Tables with pagination, filters etc.
5. A unique stepper.
6. System manages levels of workflows, for example, categories, question types.
7. Dragging and Dropping sorting / priority of data.
8 . Modal form edits.
9. File uploading and secure storage. Then, only users with the correct roles and permissions can see their files.
10. System sends alerts/notifications to users when data updates, changes or gets added to their profiles.
11. Downloadable PDF reports.
12. Downloadable Excel reports.
13. Responsive design.
14 SOLID design principles.

This demo does not have email operating, so notification and user registrations will not work.